Senior Data Analyst - Investment Insight

Rbc; Minneapolis (MN); On-site; USD 70,000 - 130,000; Full time

Job summary

RBC is seeking a Senior Data Analyst in Minneapolis to bridge North American investment teams with global data capabilities. You will translate investment challenges into data solutions, drive data excellence, and promote self-service tools across offices.

You will build dashboards, automate processes, and mentor investment professionals in Python, SQL, Tableau, and Power BI usage, with opportunities for AI-driven enhancements.

Qualifications

• Bachelor’s degree in finance, economics or business.
• 2–5 years of investment data & reporting experience, preferably with fixed income funds.
• Experience using Python and/or SQL for data management/extraction.
• Ability to work independently in a remote-enabled structure.
• Nice-to-have dashboards with Tableau or Power BI.

Responsibilities

• Collaborate with the investment desk and Data Insight team to improve processes, tools, and services.
• Execute opportunities using available tools and technologies as needed.
• Provide thought leadership on how technology enhances investment effectiveness.
• Build business cases for strategic data initiatives from stakeholder feedback.
• Explore and implement AI-driven productivity for investment data workflows.
• Champion self-service data applications across North American teams.

Skills

Critical Thinking

Data Administration

Database Structures

Data Modeling

Data Movement

Detail-Oriented

Group Problem Solving

Information Capture

SOP

Teamwork

Education

Bachelor’s degree in finance/economics/business

Tools

Tableau

Power BI

Python

SQL

Job description

What is the opportunity?

As a Senior Data Analyst focused on Investment Insight’s for RBC’s U.S. Global Asset Management business you will have the opportunity to act as a strategic bridge between our North American investment teams and global data capabilities, championing data excellence and technology adoption across our US offices. This role will combine deep investment data knowledge with technical and process improvement expertise to drive sustainable transformation in how investment data is accessed, utilized, and leveraged for decision-making. Acting as both advocate and translator, you will help transform investment team challenges into actionable data solutions while establishing best practices.

What will you do?

• Work with the investment desk and Data Insight team to identify opportunities for improving existing and creating new processes, tools, and services that support investment operations
• Execute and implement opportunities identified above using all available tools and technologies as needed
• Contribute thought leadership on how technology can multiply investment team effectiveness
• Build business cases for strategic data initiatives based on direct investment stakeholder feedback
• Explore and implement AI-driven productivity enhancements for investment data workflows
• Champion adoption of existing self-service data applications and tools, including Portfolio Insight (PI), Tableau, Python, and emerging AI tools across North American investment teams
• Deliver training, guidance, and hands‑on support to investment professionals, building their confidence and capability with data tools
• Review, document, and enhance data processes for US Fixed Income Funds and US offices, creating comprehensive process documentation where gaps exist, including technical specifications where further enhancements are required
• Identify repetitive, manual processes suitable for automation, implementing solutions directly or working with IT/PMO where appropriate
• Break down silos between US and EMEA offices by facilitating clear communication on data standards, processes, and capabilities
• Translate technical data concepts for investment audiences and investment requirements for data teams
• Take ownership of underlying data sets used in North American Client Reporting processes
• Work with investment desks and business teams to collate data from internal systems for client data requests

What do you need to succeed?

• Must‑have Bachelor’s degree preferably with a focus in finance, economics or business
• 2‑5 years of investment management data & reporting experience, preferably with experience with fixed income funds
• Experience leveraging Python and/or SQL for data management/extraction
• Able to work independently with remote management structure
• Nice‑to‑have Experience developing dashboards leveraging data visualization tools such as Tableau or Power BI

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients.

The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value

Job Skills

• Critical Thinking
• Data Administration
• Database Structures
• Data Modeling
• Data Movement
• Detail-Oriented
• Group Problem Solving
• Information Capture
• Standard Operating Procedure (SOP)
• Teamwork

Additional Job Details

Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: Application Deadli